The Transaction Advisory Services (TAS) Manager is responsible for overseeing and conducting financial due diligence engagements with a focus on evaluating the quality of a company's earnings. This role involves analyzing financial statements, identifying key financial trends, and providing insights that inform transaction decisions, including mergers and acquisitions (M&A). The TAS Manager works closely with clients, internal teams, and other advisors to ensure accurate, thorough, and reliable financial analysis.
Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modeling
Conduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projections
Analyze revenue recognition, expense matching, working capital trends, and other key financial metrics
Identify and quantify non-recurring, non-operational, or other unusual items impacting earnings
Prepare detailed quality of earnings reports highlighting findings, risks, and recommendations
Prepare detailed financial reports, highlighting key findings and recommendations for clients
Develop financial models to support valuation, pricing, and other transaction-related analyses
Coordinate with clients, other advisors, and internal teams to facilitate seamless transaction processes
Stay up to date with relevant accounting standards, regulations, and industry trends
Advise clients on the implications of regulatory changes on their transactions
Communicate complex financial concepts and findings clearly and effectively to clients
Identify opportunities to expand transaction services within existing and new client relationships
Requirements
Bachelor's degree in accounting, business, or finance required
CPA or CMA license preferred
5-7 years of experience in transaction advisory services, public accounting or a related field preferred
Strong analytical and financial modeling skills
Strong technology skills
Ability to work on multiple projects and meet deadlines
Ability to communicate clearly in writing and verbally
Team player
Ability to think innovatively
Benefits
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Primary and Secondary Education and Non-profit Organizations
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